Next generation

investment

management platform

A turnkey solution for your business needs
icebrg

About Platform

icebrg
Icebrg is a platform as a service for investment managers and their end clients. It enables our business customers to improve operational efficiency and profitability, expand product offering, and digitalise their business models.
Modules & features
Portfolio management
Comprehensive portfolio overview
Model portfolios
Discretionary
Advisory
Benchmarks
Weights optimisation
Modules & features
Trading
Online market access
Model portfolio management
Bulk dealing
Multi-asset & multi-currency
Market & limit orders
Pre-order checks
Modules & features
Reporting
Comprehensive portfolio reporting
Tax reporting
Internal business reporting
Interactive charts
Near real-time portfolio information
Advanced portfolio metrics
Modules & features
CRM
Client onboarding
Investor Personality Assessment
Ergonomic messenger
Compliance
Alert & notification
Document management
Modules & features
Business management
Holistic business overview
Internal team management
Fee management tools
Fee collection accounts
Revenue statistics
Management reporting
Modules & features
Product management
Products creation tools
Compliant product distribution
Modules & features
Payments
Investment account funding
Global online payments
FX conversions
1
/
6

We’ve done

the hard part

for our clients

B2B client product

logo
icebrg
Regulatory
Asset Management
Operations
Custody
Clearing
The perfect solution for 
Multi-family officesInvestment advisorsAsset managers

The Icebrg platform creates an ecosystem for investment management, distribution, and interaction between the end clients and their investment managers or advisors.

Client relationship management
Get access to over
35,000 products
We provide real-time listed markets trade execution, clearing, settlement, and custodial services alongside advanced technology solutions.
Equities
23,000+
invest in American, European and Asian stocks. We cover 50+ global markets
Currencies
ETFs
7,400+
invest in ETFs covering major markets and sectors
Bonds
5,200+
trade government and corporate bonds digitally
Mutual funds
6,000+
invest in a broad range of funds from some of the best fund managers